ddawson100

The two tech poster children for tech-related tariffs are Apple and Nvidia. It's maddening when the pain is self-induced. The administration has made a radical departure from previous tactic of limiting sales for Nvidia and I hope that they see the light on Apple as well.

America does better when it can trade with the rest of the world. It's weird when the party that claims to be champions of market forces prove that they very much are not. There are many uncertainties on the horizon for Apple but having your own country fighting against you is really a dumb situation.

Sees headlines. Jumps straight to comments section. lol

Imagine you want the US to win this vast conspiracy by the rest of the world to eat America's lunch, that you want the US to out-compete and level the playing field, whatever that means. Imagine you start by threatening allies, then everyone, then finally companies inside the US. Now wake up because someone else is doing it right now!

I know there are always a ton of device stress videos like bending, scratching, drop tests, submerging, etc. on YouTube immediately after a new phone is released and they're popular. This article is so interesting because it shows how much design really relies on the QA and feedback processes.

wdowell said:

Id actaully argue that people like Buffet and Tim Cook's obsession with the stock price is the worst thing that has happened to Apple. As the Epic court case saga shows all too clearly Tim seems to prioritise maximising the money above all else and at all cost of other elements of customer experiences etc 

I'm not sure that's right. Sure, the moment you issue stock, every holder is going to be obsessed with the number and the value of their holding. Tim's compensation is tied to the performance of the stock and this is common for executives. But neither of them is obsessed.

On the other hand, I'm not sure I've seen any statements where Cook spends any time commenting on the performance of the stock while he does spend a lot of time talking about the business opportunities, risks, strategy, and is always praising people and products and customers. Warren Buffet never comments on day-to-day fluctuations and has even said, "What has happened in the last 30, 45, 100 days is really nothing... This is not a huge move."

Aaaand the stock tanks on reporting. This is about the tariff overhang. Apple is really exposed in this new regime - hardware is 100% a headache and a slide in services guidance doesn’t help.

 It would be quite counterproductive for the whims of this administration to prove to be Apple’s undoing. They have to see that not even Foxconn themselves, even given many (unlimited!) incentives, could set up a factory and “bring manufacturing back” to the US quickly.

 It’s really nerve wracking as a shareholder watching them have to respond to such challenge coming from inside the house, so to speak. I’m hopeful because Apple has a history of facing existential crises.